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Ascent Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Ascent Group’s Portfolio JPST Stock Details JPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,094
Closed -$258K – 822
2026
Q1 		$258K Buy
5,094
+42
+0.8% +$2.13K 0.01% 665
2025
Q4 		$256K Buy
5,052
+195
+4% +$9.88K 0.01% 657
2025
Q3 		$246K Buy
4,857
+76
+2% +$3.85K 0.01% 658
2025
Q2 		$242K Buy
4,781
+665
+16% +$33.6K 0.01% 636
2025
Q1 		$208K Sell
4,116
-2,302
-36% -$116K 0.01% 659
2024
Q4 		$323K Sell
6,418
-274
-4% -$13.8K 0.02% 446
2024
Q3 		$340K Sell
6,692
-18
-0.3% -$910 0.03% 424
2024
Q2 		$339K Sell
6,710
-431
-6% -$21.7K 0.03% 406
2024
Q1 		$360K Sell
7,141
-535
-7% -$26.9K 0.03% 406
2023
Q4 		$386K Sell
7,676
-7,838
-51% -$393K 0.04% 384
2023
Q3 		$777K Sell
15,514
-4,257
-22% -$213K 0.09% 260
2023
Q2 		$990K Sell
19,771
-3,680
-16% -$185K 0.11% 235
2023
Q1 		$1.18M Sell
23,451
-208
-0.9% -$10.5K 0.13% 212
2022
Q4 		$1.19M Buy
23,659
+3,801
+19% +$191K 0.14% 199
2022
Q3 		$995K Sell
19,858
-10,570
-35% -$530K 0.12% 210
2022
Q2 		$1.52M Sell
30,428
-8,456
-22% -$424K 0.18% 169
2022
Q1 		$1.96M Buy
38,884
+33,659
+644% +$1.7M 0.23% 160
2021
Q4 		$264K Buy
+5,225
New +$264K 0.03% 396

Other funds holding JPST

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ascent Group's JPST Position: Q2 2026 in Review

Ascent Group sold out of JPMorgan Ultra-Short Income ETF (JPST) in Q2 2026, closing a stake of 5,094 shares — an estimated $258K sold.

Ascent Group first reported a position in JPST in Q4 2021 and held it in 18 quarters. The position peaked at $1.96M in Q1 2022. 1,194 funds tracked by Wall St. Rank hold JPST as of Q2 2026.

  • Ascent Group reported no remaining JPMorgan Ultra-Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ascent Group sold 5,094 JPMorgan Ultra-Short Income ETF shares in Q2 2026, an estimated $258K.
  • Ascent Group first reported a position in JPMorgan Ultra-Short Income ETF in Q4 2021 and held it in 18 quarters.
  • Ascent Group's JPMorgan Ultra-Short Income ETF position peaked at $1.96M in Q1 2022.
  • 1,194 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Income ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.